RK
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Rather & Kittrell’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Rather & Kittrell’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.6M Buy
1,193,486
+83,586
+8% +$2.39M 4.83% 8
2026
Q1 		$29.5M Buy
1,109,900
+80,183
+8% +$2.2M 4.55% 8
2025
Q4 		$27.2M Buy
1,029,717
+167,889
+19% +$4.53M 4.38% 8
2025
Q3 		$23.5M Buy
861,828
+124,112
+17% +$3.36M 4.12% 8
2025
Q2 		$19.8M Buy
737,716
+68,866
+10% +$1.81M 3.92% 9
2025
Q1 		$17.6M Buy
668,850
+119,298
+22% +$3.11M 3.81% 10
2024
Q4 		$14M Buy
549,552
+94,973
+21% +$2.61M 3.3% 11
2024
Q3 		$13.1M Buy
454,579
+78,611
+21% +$2.14M 3.21% 11
2024
Q2 		$9.4M Buy
375,968
+123,273
+49% +$3.03M 2.59% 14
2024
Q1 		$6.45M Buy
252,695
+134,737
+114% +$3.38M 1.93% 14
2023
Q4 		$3.06M Buy
+117,958
New +$2.77M 1.07% 19

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rather & Kittrell's DFGR Position: Q2 2026 in Review

Rather & Kittrell increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.5% in Q2 2026, buying an estimated $2.39M and bringing the position to 1,193,486 shares worth $34.6M. The position accounts for 4.83% of the portfolio, ranked #8.

Rather & Kittrell first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Rather & Kittrell held 1,193,486 shares of Dimensional Global Real Estate ETF worth $34.6M as of Q2 2026.
  • Rather & Kittrell bought 83,586 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $2.39M.
  • Dimensional Global Real Estate ETF made up 4.83% of Rather & Kittrell's portfolio in Q2 2026, its #8 holding.
  • Rather & Kittrell first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.